Tax Manager, Mergers & Acquisitions

Responsibilities

• Lead and manage M&A tax engagements including buy side tax due diligence, deal structuring, sell side engagements (including tax gross up calculations), and post-transaction support
• Advises clients or internal stakeholders on tax implications of mergers, acquisitions, dispositions, joint ventures, restructurings, and related transactions
• Performs technical research and analysis on a wide range of M&A tax issues including Section 382, consolidated returns, partnership/LLC matters, and Section 1202
• Reviews and assesses financial and tax data to identify risks, exposures, and opportunities during due diligence processes
• Collaborates with corporate development, legal, finance, and external advisors throughout the deal process
• Supervises, coaches, and mentors junior team members; fosters technical and professional development
• Prepares or reviews technical memos and client deliverables summarizing key tax issues and recommendations
• Stays current on tax regulations and legislative changes that impact M&A strategies and structures
• Supports the development of tools, templates, and best practices to drive process improvement and consistency across M&A engagements

Qualifications

• Bachelor’s degree in Accounting and Master’s in Taxation; JD/LLM preferred
• CPA or Bar admission required
• 5+ years of relevant experience in M&A tax with a public accounting firm, law firm, or corporate tax department
• 2+ years of experience as Manager or equivalent in M&A tax
• In-depth knowledge of U.S. federal income taxation of corporations and partnerships, Subchapter C, Subchapter K, Section 382, Section 338, and Section 1202
• Strong analytical, problem-solving, and communication skills
• Ability to lead projects and collaborate with cross-functional teams
• Prominent leadership and people development capabilities

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Top rated wellness program
• Flexible working environment including remote and hybrid options